Tech Democratizes Finance: AI, Tokenization, and New Investor Mindsets
Uncapped with @vladtenev, CEO of Robinhood. We talked about the evolution of online brokers, how today's younger generations think about finance, the rise of prediction markets, tokenization of private company stock, and how AI will impact personal finance. Timestamps: (0:00) Intro (00:27) History of online brokers (4:15) The rise of Robinhood (9:15) Changing sentiment among generations (14:18) Incentive alignment with customers (18:47) Prediction markets (25:50) Economic value vs entertainment (28:26) Risk tolerance (35:21) Tokenization and private markets (39:33) AI and Robinhood (46:59) Reflections on being a founder
Home Robots Are Near: Kyle Vogt’s Billion‑Dollar Play
This week's episode is mostly about robots. Kyle Vogt is one of very few entrepreneurs to found 3 business valued at over a billion dollars - Twitch in 2006, Cruise in 2013, and The Bot Company in 2024. If you've caught any...
Top Seed Investor Bill Offers Incredible Job Opportunity
Bill is one of the best seed investors in the business. Incredible job opp for someone:
VCs Need to Embrace Uncertainty in Their Opinions
Most VCs should be much less sure of most of their opinions most of the time.
Thomas Laffont on Navigating AI, Investments,
I had a blast having Thomas Laffont on Uncapped. He's the cofounder of Coatue, a $70B AUM firm investing from inception through IPO. We discussed how he makes sense of the current AI cycle, what he thinks will happen to software...
Sequoia’s Roelof Botha on Leadership, Decision-Making, Tech Outlook
This week's Uncapped guest was @roelofbotha, who runs Sequoia. We talked about his psychology leading the firm, how Sequoia makes decisions, and his views on the state of technology markets today. Unsurprisingly, I learned a ton. Hope you enjoy listening. https://t.co/07mb26KEBC
Thrive’s @Vhankes Shapes Modern VC with Iconic Bets
In many ways, Thrive is helping define the current era of venture capital. @vhankes is one of the best in the business; he's behind their investments in OpenAI, SpaceX, Databricks, Stripe, and many more. He's also an excellent board member and...
